Connect with CBIZ at the 2026 Heckerling Conference
Join CBIZ at the nation’s premier conference for estate planning professionals. Stop by Exhibit I-2 to connect with our Private Client Services and Valuation experts, explore our tailored solutions, and take advantage of exclusive opportunities designed to elevate your clients’ financial wellness.
Why Visit CBIZ at Heckerling?
- CBIZ Swag: Pick up some conference essentials while you connect with our team.
- Morning Wellness Boosts: Meet our CBIZ leaders on Tuesday and Wednesday mornings for a complimentary wellness “boost” (limited quantities available).
- Insights: Discuss the latest trends in tax, estate planning, family office, and valuation from our experts